Fiduciary Manager jobs

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insuran...

Do you want to build a career that is truly worthwhile? The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing i...

Do you want to build a career that is truly worthwhile? The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. With 189 member countries and more than 120 offices worldwide, we work with public and private sector partners, investing i...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigiousBank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.Advanced Post-Graduate Diploma i...

A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth HNW clients. The ideal candidate should possess a good understanding and some exposure to investment and wealth management, investment strategies, offshore and local structuring, and financial pla...

Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature of Wills, trust documents and all issu...

Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administrationResponsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature of Wills, trust documents and all issue...

A prominent Wealth Management firm is seeking an energetic young investment professional to join their team and cater to the needs of an established portfolio of sophisticated and complex high-net-worth HNW clients. The ideal candidate should possess a good understanding and some exposure to investment and wealth management, investment strategies, offshore and local structuring, and financial pla...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding signature of Wills, trust documents and all ...

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. Participate in p...

Job DescriptionTo deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Identify Local and Offshore fiduciary opportunities and advise on client philanthropy. Participate in p...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal service, integrating and coordinating all Standard Bank products as well as approved third party s...

Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration. Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding signature of Wills, trust documents and all...

We are JTC, an independent, award-winning provider of fund, corporate and fiduciary services to institutional and private clients. Established in 1987, we now have over 500 people in offices across 18 jurisdictions, with assets under administration totalling over US$70billion. Our independence and shared ownership culture means we all share the same priority: the best interests of our clients. Sp...

Who are we? The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Career Opportunities: Portfolio Manager Assistant - Knysna (22639) Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, ret...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

Who are we? The Retail Affluent cluster is responsible for Sanlam s retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth...

Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary an...

THE BANK:Established in 1964, the African Development Bank is the premier pan-African development institution, promoting economic growth and social progress across the continent. There are 81 member states, including 54 in Africa (Regional Member Countries). The Bank s development agenda is delivering the financial and technical support for transformative projects that will significantly reduce p...

FINANCE MANAGER - Job at SA Research & Innovation management Association t/a SARIMA in Centurion SA Research & Innovation management Association t/a SARIMA FINANCE MANAGER Centurion Permanent Full Time Published: 6 days ago Non EE/AA Easy apply Introduction The Southern African Research and Innovation Management Association (SARIMA) is an association of Research and Innovation Managers that opera...